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Reporting

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Reporting

The following reporting options are split into two different groups,

business day

and

customized

. You have

access to all of the business day reports, and these will be covered in this document. Please see our online

documentation for customized reports at

www.TDMerchantSolutions.com/ResourceCentre

Business day reports

Press the left



Desktop



Main Menu



Reports



Business Day Reports and select a report.

Report

Provides...

Instructions

Terminal Detail

...transactions by operator ID and for the current

business day.

DISPLAY

your report.

Terminal Balancing

...transactions by operator ID and for the current

business day.

Business Day Subtotals

...transactions by operator ID and for the current

business day.

Outstanding SAF

...all stored transaction details that have not been

sent for settlement.

Cashback Totals

...a total of all cashbacks for the current

business day.

Operator Detail

...transactions by card type (including gift card

totals and details) operator ID and for the

current business day.

Select whether the report is for

a individual ID (Operator ID) or

all IDs (0) and press

DISPLAY

your report.

Operator Balancing

...transactions by card type (including gift card

totals and details) operator ID and for the

current business day.

Tip Totals

...all tips obtained from transactions (including

gift cards and cash) in the current business day

on the terminal by operator ID.

Batch reports

Press the left



Desktop



Main Menu



Reports



Batch Reports and select a report.

Report

Provides...

Instructions

Batch Detail

...transaction details by card type and for current

or previous batch.

Select which batch you want to

review (

CURRENT

DISPLAY

your report.

Batch Balancing

...transaction details by card type and for current

or previous batch.

Содержание TD Generation

Страница 1: ...TD Generation Merchant Guide Image shown is the HSPA terminal For the TD Generation All in One HSPA and WiFi...

Страница 2: ...thout the written permission of an authorized representative of The Toronto Dominion Bank NOTICE The Toronto Dominion Bank reserves the right to make changes to specifications at any time and without...

Страница 3: ...One 6 Ports 6 The WiFi Access Point Repeater 6 Lights 7 Ports 7 The Charger Base Optional for HSPA and WiFi 8 Cardholder Privacy and Security 9 Terminal security 9 Fraud prevention 9 Manually entered...

Страница 4: ...ting user IDs 29 Security 29 Change login method 29 What functions can only be enabled disabled by Help Desk 30 General customization 31 Adjust speaker volume 31 Adjust backlight level 31 Change scree...

Страница 5: ...o I see the Internet disconnected icon All in One and WiFi 44 Why is the terminal signal strength low 44 Appendices 45 Lost or stolen equipment 45 Transaction shortcuts 46 Entering letters and special...

Страница 6: ...ii...

Страница 7: ...ore WiFi terminals it will also include an access point to allow the terminals to perform financial transactions If that access point s wireless signal range is unable to cover the entire work space s...

Страница 8: ...te 6 Card readers a Insert chipped cards b Contactless cards c Swipe cards Differences between the terminals Name All in One HSPA WiFi 1 Paper chamber button Same 2 Dash keys and direction pad Same 3...

Страница 9: ...communicates via a router called an access point The access point is connected to your Internet connection and receives financial transactions wirelessly from your terminal You must have an active Int...

Страница 10: ...isplay Differences between the terminal screens Icon Name All in One HSPA WiFi Indicates that the terminal is charging Indicates the terminal power level Indicates whether your terminal is connected t...

Страница 11: ...r easy power and Internet connection It includes A power cable A power port One or more comm ports Ethernet or phone line 1 Purchase 4 Phone Mail 7 P Completion 2 Void 5 Pre Auth 8 G C Redemption 3 Da...

Страница 12: ...om your terminal s and then forwards them to the payment system Repeaters are additional routers extend the terminal s range over larger areas Lights There are five lights on the access point but only...

Страница 13: ...al for HSPA and WiFi The charger base is a great option for businesses that require mobile terminals restaurants etc Just plug the power cord into the charger base and the other end into an electrical...

Страница 14: ...8...

Страница 15: ...ilizing the user types you can help secure your terminal by setting what terminal functionality that each of your employees can access Listed below are the user types and their functionality Note Ther...

Страница 16: ...transaction Cashback prompt Force post Manual entry credit card Manual entry gift card Purchase with tip Split bill Transaction recall Void Receipt settings Cash transaction receipts Print operator n...

Страница 17: ...dit card transactions include mail order and telephone order transactions Force post transactions are disabled by default The force post function allows prior authorization numbers to be manually keye...

Страница 18: ...receipts to respond to cardholder inquiries The following are guidelines you should use when storing them Store receipts in a dark secure area with limited access for at least 18 months in envelopes a...

Страница 19: ...t and press OK Enter the partial payment amount b Select the back arrow or OK If correct select OK Otherwise select the back arrow c Select the payment method and press OK The customer selects how the...

Страница 20: ...completed with an authorization number or approved message The receipts will print If the customer s copy has a signature line on it the customer must sign the receipt You can REPRINT the receipt or...

Страница 21: ...CHEQUING or SAVINGS c The customer enters their PIN and presses OK Go to step 5 Contactless a The customer taps their contactless enabled debit card on the screen In some cases the customer may be req...

Страница 22: ...be up to four digits in length Go to step 5 5 You can REPRINT the receipt or FINISH to complete the refund and the receipts print Transaction recall This option recalls a transaction so that you can...

Страница 23: ...rder enter the CVD and press OK 7 Enter customer s house number and press OK if enabled 8 Enter the customer s postal code and press OK if enabled 9 The screen shows that the transaction is completed...

Страница 24: ...up to four digits in length 3 Enter the authorization number and press OK 4 Confirm the authorization number and press OK 5 You can REPRINT the receipt or FINISH the transaction Receipts Each transact...

Страница 25: ...at you want to reprint the receipt for and press OK c Select PRINT if this is the correct transaction Receipt examples Card entry method C Chip card transaction CN Chip card NSR transactions CO Off li...

Страница 26: ...chase The information that you will use the most is noted above and explained above Merchant Name Address Postal Code City Province 2000000 N10000000205 PURCHASE 12 21 2015 Acct 452001 5097 Exp Date 1...

Страница 27: ...unts Closing the business day is important as it Sends any stored transactions SAFs Closes all open batches Prints selected reports Checks for mail and downloads Downloads available updates Starts a n...

Страница 28: ...22...

Страница 29: ...have not been sent for settlement Cashback Totals a total of all cashbacks for the current business day Operator Detail transactions by card type including gift card totals and details operator ID and...

Страница 30: ...t is for a individual ID Operator ID or all IDs 0 and press OK Enter the From Date Time and press OK Enter the To Date Time and press OK DISPLAY or PRINT your report Totals transaction totals by trans...

Страница 31: ...r lowest TD Merchant Solutions strongly suggests that you create and use a manager ID for your day to day business needs and only use the administrator ID when absolutely necessary Some functions that...

Страница 32: ...Ds are 1 to 6 digits in length Passwords are 4 to 7 digits in length An optional name can be added up to 20 alpha or numeric characters in length User management Create a new user Use this option to a...

Страница 33: ...his can never be deleted by you One b Enter the User ID to be deleted c Confirm your decision Yes or No d You will be offered the option to delete another ID if one exists Display existing user IDs Us...

Страница 34: ...ct the desired language ENGLISH or FRENCH Sync the time on the terminal Use this option to sync the date and time on the terminal by communicating with the TD host 1 Desktop Main Menu Control Panel Da...

Страница 35: ...the above steps The message Training Mode Ended will appear and word DEMO will be removed from the background on the Desktop and Main Menu screens View battery level HSPA and WiFi only Use this optio...

Страница 36: ...e font size option 1 Desktop Main Menu Admin Receipt Banner 2 Do you wish to set your receipt banner NO or YES 3 Enter the number of lines and press OK Set the number to zero if you wish to remove the...

Страница 37: ...the following options Host 1 Download or Host 2 Download Host 1 Download updates anything dealing with financial information such as card types transaction types Interac keys Host 2 Download updates...

Страница 38: ...vider ISP and is 12 digits long b Enter the subnet mask address and press OK The subnet mask is supplied by your Internet service provider ISP and is 12 digits long c Enter the default gateway address...

Страница 39: ...ists call the Help Desk If there is no signal strength reboot the access point by disconnecting and reconnecting the power cord Wait 2 minutes and check then check the signal strength again If the pro...

Страница 40: ...tructed by the terminal Cashback Amount Exceeds Limit The cashback amount entered exceeds the maximum allowed for this terminal Please enter another amount within the cashback limit Check Printer The...

Страница 41: ...lowed The function selected is not setup for this terminal If you require the function please call the Help Desk H Error codes Explanation Action required Host 1 Download Not Completed The terminal at...

Страница 42: ...the customer for a different payment method Invalid ID The user ID was not found on the terminal Enter a valid ID Invalid ID Password The ID Password combination entered does not match any in the ter...

Страница 43: ...Outstanding A function cannot be run if there are any transactions outstanding pre auth transactions in the open batch etc Please process the outstanding transactions then try the function again Not...

Страница 44: ...Date Time Sync function on the terminal S Error codes Explanation Action required System Error Contact Help Desk The terminal has encountered a system error Please call the Help Desk immediately to ha...

Страница 45: ...the reader towards you 2 Request another form of payment If this card can be read the problem is with the first card 3 Use a cleaning card to clean the problem card reader Printer does not print 1 Is...

Страница 46: ...nection working properly Verify this with another device 2 Is your Internet cable connected properly Unplug it and plug it back in again 3 Is your modem router working correctly Unplug and plug back i...

Страница 47: ...fficer please contact the TD Merchant Solutions Help Desk and provide this information so that you can receive a replacement device Please see the template below to ensure that you record all the requ...

Страница 48: ...mpletion Day Close Desktop Day Close Reporting Desktop Main Menu Reporting and then Business Day Reports Batch Reports Customized Reports or Gift Card Reports Entering letters and special characters W...

Страница 49: ...inal 1 Ensure that the battery has sufficient charge or that it s charging if the battery icon turns red like this 2 When recharging the terminal ensure that the charging cord is fully inserted into t...

Страница 50: ...44...

Страница 51: ...ries 24 hours a day seven days a week General Merchant Inquiries Monday Friday 8 a m 8 p m ET Printer Stationery Supplies Monday Friday 8 a m 5 p m ET Documentation Portal This guide covers the most c...

Страница 52: ...533792 0519...

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